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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
676
Vise Technologies
New York
$555K +$323K +1,840 +133%
AIS
677
American Investment Services
Massachusetts
$552K – – –
AIP
678
Ameritas Investment Partners
Nebraska
$549K -$20.4K -116 -4%
SI
679
Stephens Inc
Arkansas
$548K -$30.2K -172 -5%
AF
680
Allworth Financial
California
$545K +$323K +1,842 +141%
WPC
681
White Pine Capital
Minnesota
$542K +$26.3K +150 +5%
PCP
682
Proficio Capital Partners
Massachusetts
$542K +$134K +761 +32%
XT
683
XTX Topco
Cayman Islands
$539K +$550K +3,131 New
FM
684
Foster & Motley
Ohio
$539K – – –
FDS
685
First Dallas Securities
Texas
$534K -$87.8K -500 -14%
CK
686
Cohen Klingenstein
New York
$534K – – –
OFG
687
Oxford Financial Group
Indiana
$532K +$30.4K +173 +6%
UAG
688
United Advisor Group
Ohio
$532K -$2.98K -17 -0.5%
UWS
689
Unique Wealth Strategies
Illinois
$525K +$27.7K +158 +5%
QCG
690
Quadrant Capital Group
Ohio
$523K -$10.4K -59 -2%
AC
691
AlphaCore Capital
California
$522K +$532K +3,029 New
CIA
692
Capital Investment Advisors
Georgia
$520K +$4.39K +25 +0.8%
DWM
693
Diversify Wealth Management
Utah
$519K +$13K +74 +2%
RBC
694
Roble Belko & Company
Pennsylvania
$517K – – –
MIM
695
Merrion Investment Management
New Jersey
$517K – – –
WCA
696
Westover Capital Advisors
Delaware
$517K – – –
JSC
697
Jackson Square Capital
California
$515K +$7.02K +40 +1%
PCIA
698
Prime Capital Investment Advisors
Kansas
$515K +$12.1K +69 +2%
OAM
699
Ostrum Asset Management
France
$514K -$21.8K -124 -4%
PTC
700
Private Trust Company
Ohio
$513K +$153K +874 +42%
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